| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 13,325 | $626,166.08 | $819,354.25 | $193,188.17 | 30.85% |
Jill Batley Gateway Wealth Partners LLC | 4,725 | $258,550.08 | $289,240.87 | $30,690.79 | 11.87% |
| JC Jared Calvert Buck Wealth Strategies LLC | 5,891 | $304,797.77 | $362,915.05 | $58,117.28 | 19.07% |
Scott Boyce Decker Retirement Planning Inc. | 253 | $13,090 | $15,524.08 | $2,434.08 | 18.59% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 7,088 | $370,683.31 | $437,081.52 | $66,398.21 | 17.91% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 6,054 | $232,927.45 | $372,805.32 | $139,877.87 | 60.05% |
Christopher C. Powers Farther Finance Advisors, LLC | 11,743 | $649,766.93 | $723,838.52 | $74,071.59 | 11.4% |
Courtney Haddad Concurrent Investment Advisors, LLC | 52,241 | $2.83M | $3.23M | $393,314.73 | 13.89% |
Benj Foor Frazier Financial Advisors, LLC | 966 | $47,461.79 | $59,259.27 | $11,797.48 | 24.86% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 4,298 | $235,230 | $264,112.1 | $28,882.1 | 12.28% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 5,049 | $282,318.87 | $309,730.9 | $27,412.03 | 9.71% |
Jonathan Chatfield LM Advisors LLC | 12,000 | $701,503.35 | $739,260 | $37,756.65 | 5.38% |
Robert R Schulz Schulz Wealth, LTD. | 33,695 | $1.4M | $2.08M | $673,886.49 | 48.04% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 2,982 | $146,361.6 | $182,572.95 | $36,211.35 | 24.74% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 5,395 | $296,399.03 | $331,738.55 | $35,339.52 | 11.92% |
Smart Wealth LLC Smart Wealth LLC | 80,703 | $3.9M | $4.97M | $1.07M | 27.52% |
REAP Financial Group LLC REAP Financial Group LLC | 138,076 | $6.49M | $8.46M | $1.96M | 30.21% |
| LSL Legacy Solutions LLC Legacy Solutions LLC | 4,039 | $221,054.48 | $248,883.18 | $27,828.7 | 12.59% |
Grantvest Financial Group LLC Grantvest Financial Group LLC | 8,860 | $440,755.33 | $546,662 | $105,906.67 | 24.03% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 200 | $9,794 | $12,299 | $2,505 | 25.58% |